PROFESSIONAL PROFILE
Gary E LaBrosse, CFM-First Vice President
Gary is a First Vice President and Financial Advisor in the Charlotte/South Park office. He has over 28 years experience in the investment field, the entire tenure with Merrill Lynch. After managing the South Park office for eight years, Gary wanted to concentrate on providing investment solutions for affluent individuals and families. Gary is a Certified Financial Manager, and has substantial experience in helping many families build and preserve their financial future providing investment solutions. Gary graduated from West Virginia with a Bachelor of Science in Accounting.
Britt J. Byerley, CFM, CRPC®, CFP®-Vice President,Wealth Management Advisor
Britt is a Wealth Management Advisor and Vice President in the Charlotte/South Park office. She has been with Merrill Lynch since 1997. After concluding her first three years as a Merrill Lynch Financial Planning Specialist, Britt realized that focusing on a concentrated number of families and individuals would enable her to add tremendous value to client relationships. She is a Certified Financial Manager, Chartered Retirement Planning Specialist®, and a Certified Financial Planner®. Britt specializes in the fields of customized portfolio diversification, retirement strategies, and estate planning solutions. Britt graduated with a Bachelor of Science from the College of Charleston.
Julia Marble, Senior Associate
Julia joined the LaBrosse Byerley Group in 2009 and has seventeen years experience with Merrill Lynch. Her tenure at Merrill Lynch has given her the knowledge to service all of our client's needs. Julia graduated from the University of North Carolina at Wilmington with a Bachelor of Science and a Bachelor of Arts.
Who We Work With
Our practice caters to high-net-worth families and business owners who are open to new ideas and want a global perspective to their investment and risk management. As a client, you can expect proactive management. These clients value our expertise and place a high level of trust in our ability to fulfill our commitments.
Who We Are
Located in South Park, our group serves high-net-worth individuals, corporate executives, and business owners. We rely on learning about what matters most to you, your family or your business, to drive the preparation and implementation of strategies that seek to create, grow and preserve your wealth. When appropriate, our team will brief and introduce you to legal professionals and other advisors whose expertise you may need. And, we will support you throughout your lifetime, monitoring and tracking your progress toward your goals and making adjustments as needed to preserve wealth for the next generation.
What We Offer
An institutional approach to investment and risk management coupled with the personal service from dedicated, hard working, passionate individuals looking out for your best interests. We set the bar high when it comes to training and continuing education. This commitment to stay current helps us provide you with the wisdom and insight needed to guide you through the complexities of preparing for retirement, growing a business, and developing strategies for transferring wealth to the next generation.
Our expertise encompasses:
- Retirement solutions
- Growth capital for business
- Family-held business transition
- Restricted stock ownership
- Alternative investments
- Global portfolio management
- Estate and insurance solutions
- Syndicated investments
What You Can Expect From Us
We’re passionate about managing and preserving family and business wealth for the next generation. To that end, we will explore multiple asset allocation strategies to arrive at the approach that’s most comfortable for your peace of mind and consistent with your long-term goals. And we will continue to make adjustments over time to fit any changes in your circumstances. Our team approach, which places an emphasis on leveraging the intellectual capital within our unique practice and Merrill Lynch, means you can expect a thorough and exhaustive analysis. When it comes to execution, the breadth and depth of Merrill Lynch, along with our strategic partners, give us a competitive edge in delivering the optimum combination of services for your needs.